SBI Magnum Comma Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI Comma Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹3053 Cr | ₹702 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 31 Oct 2019 | 08 Aug 2005 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY COMMODITIES TRI |
Turn Over | 9.69% | 65% |
Expense Ratio | 1.88 | 2.52 |
Manager | Arjun Khanna | Pradeep Kesavan |
ISIN Code | INF174KA1EW8 | INF200K01339 |
Exits Load | Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.53% | 3.51% |
6 Month | 24.08% | 16.67% |
1 Year | 5.14% | -0.45% |
3 Year | 21.67% | 13.6% |
5 Year | 23.11% | 19.94% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.69% | 4.93% |
1 Year | 22.39% | 14.85% |
3 Year | 23.49% | 16.22% |
5 Year | 20.34% | 15.15% |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
1 Year | 25.1% | 8.84% |
3 Year | 19.85% | 11.77% |
5 Year | 25.17% | 10.89% |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.39% | 15.20% |
Sharp | 1.01% | 0.51% |
Beta | - | 0.78% |
Alpha | - | 1.28% |
Fund Managers
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Pradeep Kesavan |
Total AUM | ₹169639 Cr | ₹434274 Cr |
Funds Managed | 24 | 43 |
Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Comma Fund - Regular Plan - Growth |
---|---|---|
Others | 21.42 | 3.99 |
Large Cap | 34.75 | 51.34 |
Mid Cap | 26.11 | 16.53 |
Small Cap | 17.72 | 28.14 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Comma Fund - Regular Plan - Growth |
---|---|---|
Others | 18.07 | 3.99 |
Energy | 2.94 | 26.35 |
Consumer Cyclical | 23 | 3.39 |
Financial Services | 9.05 | 2.1 |
Healthcare | 14.77 | - |
Basic Materials | 3.67 | 48.82 |
Technology | 2.65 | - |
Consumer Defensive | 4.67 | 6.56 |
Industrials | 15 | - |
Communication Services | 5.17 | - |
Real Estate | 1.02 | - |
Utilities | - | 8.78 |
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